Capital Gain Distribution Analysis

WUSDX - Managers

Christopher Y. Kauffman

Manager

Start Date

Oct 01, 2010

Tenure

7.42

Tenure Rank

4.5%

Christopher Kauffman is a senior portfolio manager for the Wells Capital Management or one of its affiliate firms in 2003. He joined WellsCap from Tattersall Advisory Group (TAG), where he served in a similar role since 2003. He began his investment industry career in 1997 as an investment officer for NISA Investment Advisors, where he was responsible for MBS analysis, risk assessment, and trading. He earned a bachelor’s degree in finance and economics and a master’s degree in business administration with an emphasis in finance from Washington University in St. Louis. He has earned the right to use the CFA designation and is a member of the St. Louis Society of Financial Analysts and the CFA Institute.

Jay N. Mueller

Manager

Start Date

Apr 21, 2004

Tenure

13.87

Tenure Rank

1.7%

Jay Mueller is a senior portfolio manager for the Wells Capital Management Customized Fixed Income team. Jay joined Wells Capital Management in 2005 from Strong Capital Management where he held the role of director of fixed income. Jay had joined Strong Capital Management in 1991 as the portfolio manager of the Strong Money Market and Strong Heritage Money Funds. Prior to Strong, he was a portfolio manager and security analyst at R. Meeder & Associates. Jay began his investment industry career in 1982 at Harris Bancorp as an investment analyst. Throughout his career, he has managed equity derivatives, bond portfolios, money market funds, international cash portfolios, municipal portfolios and index funds. He served as Strong’s economist from early 2000 until 2005, making him an articulate spokesman on the economy and interest rates. He also authored a quarterly newsletter, the Quarterly View, on current topics affecting the economy while at Strong. Jay earned a bachelor's degree in economics from the University of Chicago. He has earned the right to use the CFA designation.

Noah M. Wise

Manager

Start Date

Jan 01, 2013

Tenure

5.16

Tenure Rank

5.9%

Noah Wise is a portfolio manager for the Wells Capital Management Customized Fixed Income team. Noah joined Wells Capital Management in 2008 as a research analyst and later became a portfolio manager in 2013. Prior to joining WellsCap, Noah worked as a lead market maker for Interactive Brokers. He began his investment industry career as an intern for Capital Financial Services in 2001. Noah earned a bachelor’s degree in finance and a master’s degree in business administration with an emphasis in securities analysis from the University of Wisconsin, Madison. He has earned the right to use the CFA designation.